INDEPENDENT FINANCIAL GROUP, LLC

Position in UNP — Union Pacific Corp

CIK 275484 SAN DIEGO, CA

Position in UNP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,733,456

+$227,272 QoQ

Shares Held

6,373

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,243

of 2,874 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $3,807,546 across 3 Railroads names. UNP ranks #1 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	6,373	$1,733,456
2	CSX	Csx Corp	24,271	$1,153,600
3	NSC	Norfolk Southern Corp	2,926	$920,490

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,733,456	6,373	+2.7%	Shares	Sole	2026-07-15
2026-03-31	$1,506,184	6,208	+1.6%	Shares	Sole	2026-05-15
2025-12-31	$1,412,902	6,108	-2.2%	Shares	Sole	2026-05-15
2025-09-30	$1,476,839	6,248	+39.5%	Shares	Sole	2026-05-15
2025-06-30	$1,030,758	4,480	-6.2%	Shares	Sole	2026-05-15
2025-03-31	$1,128,518	4,777	+48.4%	Shares	Sole	2026-05-19
2024-12-31	$733,832	3,218	-30.7%	Shares	Sole	2026-06-12
2024-09-30	$1,145,146	4,646	-3.9%	Shares	Sole	2026-06-12
2024-06-30	$1,093,514	4,833	+11.7%	Shares	Sole	2026-06-12
2024-03-31	$1,064,385	4,328	+1.6%	Shares	Sole	2026-06-12
2023-12-31	$1,046,341	4,260	-0.0%	Shares	Sole	2026-06-12
2023-09-30	$867,667	4,261	-8.7%	Shares	Sole	2026-06-12
2023-06-30	$955,370	4,669	+3.0%	Shares	Sole	2026-06-12
2023-03-31	$912,110	4,532	+2.2%	Shares	Sole	2026-06-12
2022-12-31	$918,355	4,435	-0.8%	Shares	Sole	2026-06-15
2022-09-30	$871,235	4,472	+10.0%	Shares	Sole	2026-06-15
2022-06-30	$866,983	4,065	-0.2%	Shares	Sole	2026-06-12
2022-03-31	$1,112,511	4,072	-3.6%	Shares	Sole	2026-06-12
2021-12-31	$1,063,648	4,222	-10.5%	Shares	Sole	2026-06-15
2021-09-30	$924,579	4,717	+71.4%	Shares	Sole	2026-06-15
2021-06-30	$605,247	2,752	+35.0%	Shares	Sole	2026-06-15
2021-03-31	$449,415	2,039	+77.8%	Shares	Sole	2026-06-15
2020-09-30	$225,809	1,147	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.